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Downloadable resources
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• Slide Deck - Introduction to Power BI
• Transcript - Introduction to Power BI

An Introduction to Power BI

Transform your data into rich visuals that bring it to life!

Microsoft's Power BI is a suite of tools that enables any user to quickly visualize and analyze data with greater speed, efficiency, and understanding. It connects you to a broad range of data through easy-to-use dashboards, interactive reports, and compelling visualizations. It also allows you to quickly share that analysis and insight with other stakeholders across any device.

Join us in this session and learn how Power BI can quickly connect to data, shape that data and visualise it.

Learning outcomes:

In this session you will learn:

• How to get data from an Excel file, CSV, the web
• How to cleanse/scrub/shape that data
• How to load that data

Suited to:

This session is designed for Business professionals, Business owners, Financial Controllers, Accountants and anyone who requires to do data analysis.

Attendees should be comfortable with Microsoft Windows environment, and be familiar with Microsoft Office applications – particularly Excel.

This E-Learning includes:
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• Recording of the Live Webinar, which can be viewed multiple times
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation
• CPD Quiz
• CPD Certificate

CPD Points: 1

Downloadable resources
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• Slide Deck - Bring Your Own Device
• Transcript - Bring Your Own Device

Bring Your Own Devices – Risks and Challenges

We are able to work from anywhere, and often use our own devices to facilitate this. This comes with security risks we need to know, & navigate.

There are budget constraints and cyber security constraints when we use our own devices to conduct work. These represent a significant attack vector in the current landscape and being able to navigate this is something we need to prioritise in 2024. Whether you have a whole team, or just a select few doing this, being aware of the threats and having a strategy is important.

In this webinar we will cover:

• The current landscape of the ‘work from anywhere’ model, and the risks that are present.
• Why we should consider a centralised IT hardware environment.
• Dealing with budgetary constraints on hardware, that can impact your cybersecurity posture.
• Strategies to help navigate this threat landscape.

Learning outcomes:

Attendees can expect to learn:

• An understanding of the current cyber threat landscape for mobile devices.
• Why staff and their personal assets make for a bad cybersecurity combination.
• The ability to navigate these through hardware, policy and procedure requirements.

Suited to:

All companies that have a bring your own device policy and all workers who use their own devices to work from anywhere.

This E-Learning includes:
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• Recording of the Live Webinar, which can be viewed multiple times
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation
• CPD Quiz
• CPD Certificate

CPD Points: 1

Downloadable resources
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• Slide Deck - EOFY Cash Flow Modelling
• Transcript - EOFY Cash Flow Modelling
• Handout - One Way Cash Flow Scenario Model - Use Case Example - Completion

End of Financial Year Cash Flow Modelling

Compliance can be the ideal catalyst for a cash flow conversation

Finalising a client’s statutory obligations presents the perfect opportunity to discuss the year ahead and explore what they want to achieve.

Goals will often include ‘more time’ and ‘more money’. More money allows you to hire more people, which in turn can give you more time which is why all financial models ultimately come back to one critical element and that’s cash flow.

No matter what business you are in, cash is king and remains the single most critical resource in any company. This session will discuss what it means to provide cash flow modelling as a service including a practical example which can be implemented.

Lance will explain the fundamental concepts that one needs to understand when building a cash flow model and the different types of models that can be built, along with the approach.

Cashflow modelling also requires the right business model, including a well-established approach to pricing, managing and delivering this service in a manner that is complementary to compliance work.

This topic will address:

• Defining the foundations of cash flow modelling
• Linkages of cash flow modelling to end of year tax completion
• Business model and approach to delivering cash flow modelling services
• Pricing of a cash modelling service to clients
• Example use case and model will be shared
• Take Away & Next steps
• Questions & Answers

The content will include both high level concepts and foundations as well as a detailed use case involving a practical cash flow model. All attendees will be provided with an Excel model that they can use and apply for clients.

Learning outcomes:

Attendees will gain:

• clarity on the foundations that underpin cash flow modelling.
• an understanding how to link the service to the year-end compliance process.
• useful tips on value pricing and ensuring that both the accountants and the client get value.

Suited to:

This is suitable for anyone looking to get started in developing their skills in cash flow advisory and modelling and is applicable to all sectors and companies of all sizes as concepts and design principles are common.

Accountants in public practice, management accountants, FP&A, CFOs and those professionals providing advisory and other business consulting services to clients or in roles that require them to regularly develop and present financial insights and data, such as at monthly performance or management meetings, board meetings or potentially internal meetings with key stakeholders.

This E-Learning includes:
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• a recording of the webinar Event which can be viewed multiple times
• a PDF of the presenter's PowerPoint
• a verbatim Transcript
• any supporting documentation
• a CPD Certificate after successful completion of the Knowledge Quiz

CPD Points: 1

Downloadable resources
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• Slide Deck - The Best of Microsoft Outlook
• Transcript - The Best of Microsoft Outlook

The Best of Microsoft Outlook

You may have been using Microsoft Outlook for years but are you making the most of its functionality?

For most people Microsoft Outlook is the most frequently used Office application. This is where you manage email, your calendar, contacts and tasks – basically your life.

Join us in this session and learn the most useful features of Outlook and how they can help increase your productivity.

Note: We will be demonstrating in Outlook 365 ProPlus however this webinar will also be relevant for users of earlier versions

Learning outcomes:

At the end of this session you will be familiar with:

• Using the Reading Pane – Replying Inline, Attachment Preview, People Pane
• Using Sneak-a-peak and the Attachment Reminder
• Managing your e-mail with Quick Steps, Conversation View and Clean Up
• Manage your calendar – working with multiple calendars
• Creating and editing tasks and flagged items

Suited to:

This session is designed for Business professionals, Business owners, Executive Assistants and Administration support staff.

Attendees should be comfortable with Windows environment, using a Mouse and Keyboard; and be able to use Windows to manage information on a PC.

This E-Learning includes: 
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• Recording of the Live Webinar, which can be viewed multiple times
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation
• CPD Quiz
• CPD Certificate

CPD Points: 1

Downloadable resources
​

• Slide Deck - The Best of Microsoft Word
• Transcript - The Best of Microsoft Word

The Best of Microsoft Word

How well do you really know Microsoft Word?

You may have been using Microsoft Word to create documents for years but did you know that there are some great features, tips, tricks and shortcuts that will help you do things faster and more easily?

Join us in this session and learn the best of what you really need to know in Microsoft Word.

Note: We will be demonstrating in Microsoft 365 Word, however this webinar will also be relevant for users that have Word 2021, 2019, 2016, and 2013.

Learning outcomes:

At the end of this session you will be familiar with:

• Using Templates and Styles
• Saving time with the Navigation Pane
• Headers and Footers and Cover Pages
• Saving Time with Quick Parts
• SmartArt – turning boring text into enthralling diagrams

Suited to:

This session is designed for Business professionals, Business owners, Executive Assistants, Administration support staff and anyone who requires to efficiently create professional documents using Microsoft Word.

Attendees should be comfortable with Windows environment, using a Mouse and Keyboard; and have some experience using Microsoft Word

This E-Learning includes: 
​

• Recording of the Live Webinar, which can be viewed multiple times
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation
• CPD Quiz
• CPD Certificate

CPD Points: 1